Creating a Zentitle Entitlement in SalesForce

Having seen how to create a new Zentitle customer in SalesForce, let us now see how to create a Software Entitlement for this customer.

In the 'waffle' (app launcher in the top left) search for Software Entitlements.

Clicking the Software Entitlements item will take you to the corresponding page.

Click the New button to create a new entitlement. This will take you to the New Software Entitlement page.

Set the Entitlement Type as Single. Set the Offering to be SKU of the corresponding offering which can be found in the Offerings page in Zentitle.

To obtain this, in a separate browser window, login to Zentitle and, on the Zentitle dashboard, select Product Catalog>Offerings from the main menu options:

On the Offerings page you will see a list of available offerings as shown below.

Copy the one required and paste it into the Offering box in SalesForce.

Set the Entitlement Seat Count to be the number of seats for the license and the Account to be the account you just created in SalesForce, i.e. "TestCustomer". Finally, click Save.

Wait 1-2 minutes for provisioning, then refresh the page; you should see, e.g. by editing the entitlement, the record with all the information populated:

Notice that a name for the entitlement has been automatically generated. You can also confirm in Zentitle that the new Entitlement has been created, by going to the page for your new Customer "TestCustomer" where you will see that the number of Entitlements has increased from 0 to 1:

and you can view the details of this entitlement directly on the Entitlements page (select Entitlements on main Zentitle menu.)

All syncs to and from Zentitle2, successful or unsuccessful, are logged as tasks on the Software Entitlement record. You can view these under the Integration Log tab on the Entitlement page in SalesForce: